AGELLUS CAPITAL, LLC

RIASEC RegisteredEst. 2024
Total AUM
$508M
Discretionary
$508M
100% of AUM
Avg account
$84.6M
Accounts
6
Employees
12
Advisory reps
4

Firm details

Headquarters
CLAYTON, Missouri
CRD number
330152
Registered since
April 25, 2024
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Agellus Capital, LLC is a private equity manager and pooled-vehicle adviser that registered with the SEC in 2024. The firm operates as a limited liability company and targets institutional clients through sponsored pooled investment vehicles. Its stated activities include functioning as a commodity pool operator/commodity trading advisor (CPO/CTA) and serving as sponsor, general partner and managing member of private funds. Agellus behaves more like an active allocator and manager than a passive advisory shop: it runs several private funds, takes program-level portfolio management responsibilities and applies both management and performance-based fee structures. Investment preference centers on private-market strategies and real assets. The firm identifies as an active ESG investor, indicating ESG factors are considered across sourcing, due diligence and ongoing monitoring. Agellus favors concentrated, vehicle-driven exposures and uses both in-house fund management and third-party external managers to build diversified private-market programs.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • JOSEPH AMADIO

    Partner & Chief Operating OfficerCRD 8190093

  • REBECCA LOPEZ

    Chief Compliance OfficerCRD 8187859

Contacts

2 of 2
  • Jeffrey Aiello

    Managing Partner and Co-FounderCRD 7877605

  • Harold Thomas

    Managing PartnerCRD 7891650

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CLAYTON, MO

SAINT LOUIS

Location

CLAYTON, MO

Headquartered in CLAYTON, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
SAINT LOUIS
Address
7701 Forsyth Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth